Bluebird Wealth Management LLC

Position in TOST — Toast, Inc.

CIK 2104503 MEDFIELD, MA

Position in TOST

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$318,260

+$14,986 QoQ

Shares Held

11,440

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#493

of 764 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Bluebird Wealth Management LLC holds $10,790,281 across 5 Software - Infrastructure names. TOST ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWD	CrowdStrike Holdings, Inc.	24,796	$4,730,704
2	MSFT	Microsoft Corp	7,828	$2,920,000
3	MDB	MongoDB, Inc.	4,419	$1,484,342
4	ORCL	Oracle Corp	9,123	$1,336,975
5	TOST	Toast, Inc. This page	11,440	$318,260

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,260	11,440	0.0%	Shares	Sole	2026-08-05
2026-03-31	$303,274	11,440	0.0%	Shares	Sole	2026-05-08
2025-12-31	$406,234	11,440	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.